9月11日，闪迪盘中下跌3.08%，报1640.985美元/股，成交额44.27亿美元，延续前一交易日跌势。
消息面上，铠侠CEO太田裕雄近日公开表示NAND"价格已经涨得够高了"，并已指示销售团队不要向数据中心客户大幅提价，以免打击AI产业投资意愿，成为本轮存储景气周期中首家主动为涨势"踩刹车"的原厂，对NAND持续涨价预期形成直接压制。闪迪股价年初至今累计涨幅逾400%，曾于6月下旬触及2350美元高点，获利回吐压力显著。尽管高盛研报看多存储板块、闪迪管理层在高盛科技大会上判断NAND供给长期偏紧、AI推理需求持续扩张，但短期涨价见顶预期与密集获利盘抛压交织，令股价持续承压。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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